Experience

AuditOne LLC

• United States
• Banking
• 1 - 100 Employee

• Audit Associate

  • Oct 2020 - Present

  Providing internal Audits for banks Providing internal Audits for banks



FFB Bank

• United States
• Banking
• 1 - 100 Employee

• Cash Management Officer

  • Jan 2019 - Oct 2020

  Branded products through effective salesmanship and maintained long-term relationships with clients. Proactively managed client correspondence and recorded all tracking and communications. Maximized business potential by providing excellent customer service and ensuring 95% client retention. Maintained routine communication with clients to assess overall satisfaction, resolve complaintsand promote new offerings. Demonstrated products and specific features at customer locations and special events. Worked to develop network by identifying and pursuing new leads, attending industry events and building rapport with clients. Identified prospect needs and developed appropriate responses along with information on suitable products and services. Addressed each customers' needs and wants to recommend suitable product options. Developed and utilized sales reports, helping leadership make key decisions and outperform operational targets. Serviced existing accounts on regular basis to maximize revenue. Monitored weekly sales to write reports for senior leadership and streamline operational processes. Show less

• Business Banking Officer

  • Jan 2018 - Dec 2018

  Developed prospects for new loans by conducting 75 cold calls weekly. Developed and maintained relationships with local real estate agents. Assisted senior-level credit officers with complex loan applications. Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act. Originated, reviewed, processed, closed and administered customer loan proposals. Compiled database of loan applicants' credit histories, corporate financial statements and other financial information. Reviewed and edited loan agreements to promote efficiency and accuracy. Recommended loan approvals and denials based on customer loan application reviews. Effectively managed more than 40 client relationships. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Feb 2015 - Jan 2018

  Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs. Created innovative financial solutions to meet customer needs and provide competitive edge. Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue. Networked to increase client base and encourage existing clients to expand financial portfolios. Developed top-performing teams, leading to increased branch efficiency and positive customer feedback. Helped clients plan for and fund retirements using mutual funds and other options. Identified and investigated variances to financial plans and forecasts. Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services. Promoted all financial products by maintaining excellent service offering knowledge. Worked closely with management to strategize sales techniques to increase branch production and customer service. Expanded client base by promoting new financial products. Built client rapport to ensure consistent satisfaction and loyalty. Balanced cash drawers and vault accounts on daily basis with zero discrepancies. Maximized revenue through improved sales techniques and branch productivity. Established rapport with new clients to increase satisfaction and loyalty. Achieved consistent recognition as top sales performer. Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy. Devised targeted solutions for various customers, including deposit, lending and investment services. Helped customers open and close accounts, apply for loans and make sound financial decisions. Created detailed financial models and applied analytical tools to facilitate variance analysis. Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions. Provided clients with budget management and financial guidance. Show less



Under Armour

• United States
• Retail Apparel and Fashion
• 700 & Above Employee

• Associate Manager

  • Mar 2013 - Jul 2015

  Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies. Improved sales processes to streamline customer acquisition and onboarding strategies. Collaborated with internal teams and suppliers to evaluate costs against expected market price points and set structures to achieve profit targets. Monitored metrics and marketing investments to assess performance and implement continuous improvements. Created effective strategies to target new markets after researching and analyzing competitor behavior. Coached employees in successful selling methods and encouraged cross-selling to drive revenue. Developed innovative marketing campaigns to increase engagement with target demographic and drive brand exposure. Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals. Developed value-added solutions and approaches by leveraging trends in customer marketplaces and industries. Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base. Handled all customer relations issues pleasantly, enabling quick resolution and client satisfaction. Developed strategic relationships with key suppliers and clients to foster profitable business initiatives. Increased sales volume by expanding product line to new retailers, including warehouse clubs and natural food chains. Developed and implemented new sales strategies to update product lines. Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends. Planned and executed in-store promotional events to increase customer engagement and sales revenues. Addressed customer complaints quickly to drive satisfaction and adjusted operational strategies to reduce issues. Formalized sales process to enhance operations and promote acquisition of new customers. Show less